FARMERS & MERCHANTS INVESTMENTS INC
LINCOLN NE · SEC CIK 0001259969
$41.27亿2026Q2 申报市值
1,760持仓数
37.2%前十大占比 · 第一大 7.1%
60 / 60新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VEA 加仓+$757.49万
CPAY 加仓+$733.73万
NRC 加仓+$712.99万
HONA 新建仓+$545.33万
SFM 加仓+$417.31万
2026Q2 卖出最多 按季末市值估算
IJR 减仓-$1,438.47万
VWO 减仓-$597.86万
HON 减仓-$560.39万
PYPL 减仓-$323.12万
AVGO 减仓-$290.98万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LGND | Ligand Pharmaceuticals Inc | $3,793 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VAL | Valaris Ltd | $3,775 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| EPR | EPR Properties REIT | $3,771 | 0.00% | 65 | -4 | -5.8% | -$232 | 减仓 |
| IUSG | IShares Core S&P US Growth ETF | $3,762 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $3,755 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| BSY | Bentley Systems Inc | $3,736 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CHWY | Chewy Inc | $3,734 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| CFFN | Capitol Federal Financial Inc | $3,727 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| LOPE | Grand Canyon Education Inc | $3,721 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| PATH | UiPath Inc | $3,696 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| AWI | Armstrong World Industries Inc | $3,690 | 0.00% | 23 | -2 | -8.0% | -$321 | 减仓 |
| ANF | Abercrombie & Fitch Co | $3,690 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| VNT | Vontier Co | $3,683 | 0.00% | 127 | -6 | -4.5% | -$174 | 减仓 |
| MAT | Mattel Inc | $3,678 | 0.00% | 265 | -15 | -5.4% | -$208 | 减仓 |
| MRCY | Mercury Systems Inc | $3,670 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PLNT | Planet Fitness Inc | $3,652 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| EXLS | ExlService Holdings Inc | $3,569 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| MTRN | Materion Corp | $3,569 | 0.00% | 12 | -1 | -7.7% | -$297 | 减仓 |
| YETI | Yeti Holdings Inc | $3,568 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| UCTT | Ultra Clean Holdings Inc | $3,565 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| KRC | Kilroy Realty Corp | $3,560 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| — | Warner Bros Discovery Inc | $3,546 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| THO | Thor Industries, Inc. | $3,533 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ECG | Everus Construction Group Inc | $3,485 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MTH | Meritage Homes Corp | $3,438 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SLGN | Silgan Holdings Inc | $3,433 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| MORN | Morningstar Inc | $3,432 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| FHI | Federated Hermes Inc | $3,424 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| GHC | Graham Holdings Co. Ordinary Shares - Class B | $3,424 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BHF | Brighthouse Financial Inc | $3,418 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| FTDR | Frontdoor Inc | $3,414 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ACLS | Axcelis Technologies Inc | $3,410 | 0.00% | 18 | -2 | -10.0% | -$379 | 减仓 |
| RYAN | Ryan Specialty Holdings Inc | $3,398 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DIOD | Diodes Inc | $3,393 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| IRT | Independence Realty Trust Inc REIT | $3,388 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| BCPC | Balchem Corp | $3,379 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OLED | Universal Display Corp | $3,377 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| FLG | Flagstar Bank, N.A. | $3,376 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| ENVA | Enova International Inc | $3,370 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LNC | Lincoln Natl Corp | $3,358 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| CDP | COPT Defense Properties | $3,348 | 0.00% | 92 | -10 | -9.8% | -$364 | 减仓 |
| BCO | Brink's Co | $3,307 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| AIR | AAR Corp | $3,287 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| MAC | The Macerich Co | $3,275 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| MICC | The Magnum Ice Cream Co NV | $3,270 | 0.00% | 188 | -50 | -21.0% | -$870 | 减仓 |
| PVH | PVH Corp | $3,267 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| PTCT | PTC Therapeutics Inc | $3,263 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WMG | Warner Music Group Corp | $3,248 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| POOL | Pool Corp | $3,224 | 0.00% | 15 | -57 | -79.2% | -$1.23万 | 减仓 |
| APPF | Appfolio Inc | $3,207 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IBOC | International Bancshares Corp | $3,190 | 0.00% | 42 | -3 | -6.7% | -$228 | 减仓 |
| POST | Post Holdings Inc | $3,177 | 0.00% | 36 | -6 | -14.3% | -$530 | 减仓 |
| AUB | Atlantic Union Bankshares Corp | $3,173 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ACMR | ACM Research Inc | $3,172 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EPRT | Essential Properties Realty Trust Inc REIT | $3,164 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| SGML | Sigma Lithium Corp | $3,163 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ Corporation | $3,160 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| ABCB | Ameris Bancorp | $3,159 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| HAE | Haemonetics Corporation | $3,150 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| OUT | Outfront Media Inc REIT | $3,112 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| MATX | Matson Inc | $3,076 | 0.00% | 16 | -2 | -11.1% | -$384 | 减仓 |
| EXTR | Extreme Networks Inc | $3,075 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| YOU | Clear Secure Inc | $3,065 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ACIW | ACI Worldwide, Inc. | $3,017 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| RDN | Radian Group, Inc. Ordinary Shares | $3,014 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| IBP | Installed Building Products Inc | $2,988 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PECO | Phillips Edison & Company Inc | $2,955 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| PSMT | PriceSmart Inc | $2,930 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | Liberty Broadband Corp | $2,927 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| VSH | Vishay Intertechnology, Inc. Ordinary Shares | $2,904 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| HGV | Hilton Grand Vacations Inc | $2,880 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| PAG | Penske Automotive Group Inc | $2,863 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MC | Moelis & Co | $2,813 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| AVNT | Avient Corp | $2,772 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| HLNE | Hamilton Lane Inc | $2,759 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GPK | Graphic Packaging Holding Co | $2,748 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| VECO | Veeco Instruments Inc. | $2,729 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FOUR | Shift4 Payments Inc | $2,724 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| RUSHA | Rush Enterprises Inc | $2,700 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| DLB | Dolby Laboratories Inc Cl A | $2,682 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SKY | Champion Homes Inc | $2,644 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CNR | Core Natural Resources Inc | $2,641 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MARA | MARA Holdings Inc | $2,639 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| ASH | Ashland Inc | $2,636 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AZZ | AZZ Incorporated | $2,636 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| OII | Oceaneering International Inc. | $2,634 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| BOOT | Boot Barn Holdings Inc | $2,628 | 0.00% | 16 | -2 | -11.1% | -$328 | 减仓 |
| CVSA | Covista Inc | $2,618 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CWST | Casella Waste Systems Inc | $2,618 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| BFH | Alliance Data Systems Corp | $2,600 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VSXY | Victoria's Secret & Co | $2,588 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| HOG | Harley Davidson Inc | $2,568 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SKT | Tanger Inc | $2,566 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MGY | Magnolia Oil & Gas Corp | $2,558 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OPLN | Openlane Inc | $2,557 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| HASI | HA Sustainable Infrastructure Capital Inc REIT | $2,538 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | National Storage Affiliates Trust REIT | $2,535 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| BILL | BILL Holdings Inc | $2,531 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| MMS | Maximus Inc | $2,527 | 0.00% | 47 | -4 | -7.8% | -$215 | 减仓 |
| OTTR | Otter Tail Corporation | $2,519 | 0.00% | 28 | 0 | 0.0% | — | 不变 |